Company Overview: A leading life insurance organization is committed to empowering employees with the resources, support, and opportunities needed to succeed. The company holds a diverse investment portfolio and operates within a complex environment, emphasizing financial discipline, operational excellence, and innovation. The culture is collaborative and growth-oriented, with a strong focus on enhancing reporting capabilities, strengthening financial infrastructure, leveraging technology, and enabling data-driven decision-making across the organization.
Location: Dallas TX - Hybrid (Open to relocation for the right candidate)
Job Responsibilities
- Monitor investment portfolios for compliance with regulatory requirements, investment guidelines, and exposure limits.
- Conduct technical accounting research related to U.S. GAAP, statutory accounting, new investment strategies, and emerging accounting standards.
- Oversee the accuracy and integrity of investment data through system reviews, reconciliations, and data validation processes.
- Prepare, review, and oversee statutory and GAAP investment reporting.
- Improve operational efficiency through process enhancements, automation initiatives, and data analytics solutions.
- Lead monthly, quarterly, and annual investment accounting close activities.
- Maintain investment accounting policies, SOX controls, and internal control frameworks.
- Manage investment accounting and reporting for a diversified portfolio of invested assets.
Qualifications
- 5-8 years of experience in GAAP and insurance industry reporting
- Knowledge of US GAAP and insurance statutory reporting
- Prior exposure to investment accounting in private equity or wealth
- Strong Excel skills
- Ability to communicate effectively across all levels of an organization
- Highly organized with the ability to manage multiple priorities in a fast-paced setting
- Self-motivated with the ability to work independently and meet tight deadlines
- Strong interpersonal and communication skills
If this sounds like a role that you'd be interested in, don't hesitate to apply, interviews are in progress!
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
